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Sponsor portfolioWelfare / HealthEIN 80-0467949

MOUNTAIN ISLAND CHARTER SCHOOL

13440 LUCIA RIVERBEND HIGHWAY · MT. HOLLY, NC 28120
7048278840
Plans filed
1
Years active
2016–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$221K
No prior year
Persons covered
176
No prior year
Total participants
0
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$221K
MOUNTAIN ISLAND CHARTER SCHOOL HEALTH & WELFARE BENEFITS PLAN
Fully insured176 covered·2 carriers
Primary: GUARDIAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$221K17.7%
Dental$206K16.5%
Vision$206K16.5%
Life$206K16.5%
Short-term disability$206K16.5%
Long-term disability$206K16.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$206K93.3%11176
STANDARD INSURANCE COMPANY
EIN 930242990
Oth
$15K6.7%1160

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
JEFFCOAT & JEFFCOAT LLCLEXINGTON, SCGUARDIAN, STANDARD INSURANCE COMPANY$26K$0$26K72.3%1
THE BENEFIT COMPANY INCCOLUMBIA, SCGUARDIAN, STANDARD INSURANCE COMPANY$9K$594$10K27.7%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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